Financial Planning Assistant Salary in Richardson, TX

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How much does a Financial Planning Assistant make in Richardson, TX? The average Financial Planning Assistant salary in Richardson, TX is $60,326 as of March 26, 2024, but the salary range typically falls between $49,398 and $66,704. Salary ranges can vary widely depending on many important factors, including education, certifications, additional skills, the number of years you have spent in your profession. With more online, real-time compensation data than any other website, Salary.com helps you determine your exact pay target.

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Salary range for a Financial Planning Assistant

$49,398 to $66,704

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Financial Planning Assistant

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Job Openings for Financial Planning Assistant in Richardson, TX

Licensed Financial Planning Assistant

NorthStar Wealth Group - Woodridge , IL

NorthStar Wealth Group - Licensed Financial Planning Assistant We, a Private Wealth Advisory Practice with $1B in Assets Under Management, have created a seat at the table for a remarkable ...

LinkedIn - 38 days ago

Executive Assistant

Private Investment & Financial Planning firm - Seattle , WA

Executive Assistant Description We are seeking an outstanding team member for our growing financial planning & investment management practice in Seattle, WA. Candidates who thrive in a small company ...

LinkedIn - 35 days ago

Manager, FP&A

Hoxton Circle - Torrance , CA

We've partnered with a growing health business looking for a Manager, FP&A to join the team and assist the CFO in building and managing a rigorous, repeatable and scalable planning, budgeting and ...

ZipRecruiter ATS Jobs for ZipSearch/ZipAlerts - 1 day ago

FP&A Analyst

Golden West Food Group - Vernon , CA

Job Position: FP&A Analyst Target Pay Range: $95,000-$105,000/year depending on level of relevant ... Duties and Responsibilities: • Assist in the development and execution of strategic initiatives ...

ZipRecruiter - 3 days ago

Senior FP&A Analyst

Solomon Page - South El Monte , CA

Contribute to the formulation of annual budgets and assist in the creation of monthly forecasts ... Bachelor's in Finance or related field * 5+ years of experience in FP&A * Manufacturing experience

LinkedIn - 5 days ago

Senior Vice President, Financial Planning and Analysis

Ancora Holdings Group - Cleveland , OH

... › Assist in developing business cases and financial models integrating analytical insights to support investment proposals and strategic projects. Reporting and Communication › Prepare and ...

LinkedIn - Today

What does a Financial Planning Assistant do?

Common responsibilities of a Financial Planning Assistant

Prepares and ensures new business paperwork processes successfully which may include preparing forms, obtaining appropriate signatures, preparing documentation to send to home office, tracking new applications, scanning checks for deposits.

April 15, 2022

Schedule, calendar and manage tasks and activities in database including task creation, documentation, follow-up, and completion verification with vendors and clients.

November 07, 2022

Creates value for Safelite by providing insights and recommendations related to company performance, preparing management reports, executive presentations, shareholder reports and board of director presentations.

January 21, 2023

Provides business insights and proactive recommendations on business, organizational, and process improvement opportunities.

March 16, 2023

Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts.

May 12, 2023

Manage incoming and outgoing communications (telephone, email and faxes) including review, log, sort and distribute incoming mail.

May 21, 2023

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Financial Planning Assistant Salary By Experience Levels in Richardson, TX

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RELEVANT JOB EXPERIENCE

Length of experience is a pay differentiator. Those with greater experience may have an advantage in negotiating salary. For those with less experience, other factors such as education or special skills could impact your pay. Please visit Professional Salary Report for more details.

Financial Planning Assistant Salary By Level of Education in Richardson, TX

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LEVEL OF EDUCATION

Depending on the job, educational levels may have a significant impact on pay levels. Be informed and understand how things like education and certifications can help to increase potential earnings for the career you are interested in. Please visit Professional Salary Report for more details.

Average Salary Range for Financial Planning Assistant in Richardson, TX

Average Base Salary

Core compensation

49398

66704

60326

Average Total Cash Compensation

Includes base and annual incentives

54939

74639

67046

What is the average salary for Financial Planning Assistant in 2024?

These charts show the average base salary (core compensation), as well as the average total cash compensation for the job of Financial Planning Assistant in Richardson, TX. The base salary for Financial Planning Assistant ranges from $49,398 to $66,704 with the average base salary of $60,326. The total cash compensation, which includes base, and annual incentives, can vary anywhere from $54,939 to $74,639 with the average total cash compensation of $67,046.

View Average Salary for Financial Planning Assistant as table

	Average Salary	Average Salary Range
Base Salary	$60,326	$49,398 - $66,704
Bonus	$6,720	$5,541 - $7,935
Total Pay	$67,046	$54,939 - $74,639

* Base Salary represents gross income before taxes and deductions. It does not include additional pay such as benefits, bonuses, profit sharing or commissions.

* Total Pay combines base salary, bonuses, profit sharing, tips, commissions, overtime pay and other forms of cash earnings, as applicable for this job.

Financial Planning Assistant Salary Near Richardson, TX

CITY, STATE	AVERAGE SALARY RANGE	COMPARE TO Richardson, TX
CITY, STATE Garland, TX	AVERAGE SALARY RANGE $49,724 - $67,143	COMPARE TO Richardson, TX
CITY, STATE Dallas, TX	AVERAGE SALARY RANGE $49,724 - $67,143	COMPARE TO Richardson, TX
CITY, STATE Irving, TX	AVERAGE SALARY RANGE $49,724 - $67,143	COMPARE TO Richardson, TX
CITY, STATE Mesquite, TX	AVERAGE SALARY RANGE $49,671 - $67,071	COMPARE TO Richardson, TX
CITY, STATE Carrollton, TX	AVERAGE SALARY RANGE $49,697 - $67,107	COMPARE TO Richardson, TX
CITY, STATE Plano, TX	AVERAGE SALARY RANGE $49,724 - $67,143	COMPARE TO Richardson, TX

See salaries for Financial Planning Assistant in locations close to Richardson, TX. Pay for the same job may vary based on the location and on the location and on other factors such as the size of company, the industry, and other local conditions.

About Richardson, Texas

The cities of Dallas, Plano and Garland, Texas constitute almost all of the Richardson border apart from the municipality's extreme northeastern "panhandle." The Lake Highlands area of northeast Dallas borders Richardson to the south, North Dallas to the southwest, Far North Dallas to the west, West Plano to the northwest, East Plano to the north, the city of Murphy to the northeast, Sachse to the east, and Garland to the southeast. Richardson is located at 32°57′56″N 96°42′57″W / 32.965628°N 96.715707°W / 32.965628; -96.715707. According to the United States Census Bureau, the city has a t...

Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia

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The Financial Planning Assistant job could be listed using titles that are not exactly the same, but actually are for the same or very similar job. Here are some job titles in Richardson, TX that might be a good fit for the type of job and salary you are looking for.

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49398

66704

About Richardson, Texas The cities of Dallas, Plano and Garland, Texas constitute almost all of the Richardson border apart from the municipality's extreme northeastern "panh....More

Richardson, Texas area prices were up 2.2% from a year ago

Financial Planning Assistant Salary in popular cities: Houston, San Antonio, Dallas

Recently searched related titles: Financial Services Assistant, Material Planning Specialist, Financial Associate

Learn more about: Compensation Packages, Employee Flight Risk, Gender Pay Gap, Job Openings for This Role

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